---
title: "Matter close-out know-how capture form with confidentiality scrub"
url: "https://ailawframework.com/precedents/knowledge-management/matter-closeout-knowhow-capture"
type: "precedent"
site: "AI Law Framework"
id: "km-matter-closeout-knowhow-capture"
area_id: "KM"
kind: "form"
ai_level: "yellow"
version: 1
law_stated_as_at: "2026-10-17"
---

# Matter close-out know-how capture form with confidentiality scrub

> A close-out form that captures precedents, clauses, deal points and lessons from a finished matter, with a confidentiality and privilege scrub, information-barrier and restricted-material checks, rules for AI-assisted…

Canonical page: https://ailawframework.com/precedents/knowledge-management/matter-closeout-knowhow-capture  
Law stated as at: 2026-10-17

Site index for agents: https://ailawframework.com/llms.txt

A close-out form that captures precedents, clauses, deal points and lessons from a finished matter, with a confidentiality and privilege scrub, information-barrier and restricted-material checks, rules for AI-assisted drafting of know-how, and sign-off before anything enters the knowledge base.

## Key facts

- Kind: Form. A form to complete, or a guide to completing an official one.
- Practice area: [Knowledge Management](https://ailawframework.com/precedents/knowledge-management.md)
- Jurisdictions: Australia
- AI level: Yellow. AI can help in set ways. A lawyer checks specific points before use.
- Law stated as at: 2026-10-17
- Status: Maintained. Checked on 2026-10-17 against the 5 authorities it cites, for Australia.

## When to use it

Use when a matter closes, or at a major milestone, to turn the matter's work into reusable know-how. Do not use it to move whole client files into the knowledge base; only scrubbed, approved items go in.

## How AI may be used

AI may draft know-how notes and suggest redactions from a closed file inside an approved tool. A person scrubs and checks every item, and a second person confirms nothing identifies the client before it is approved.

**AI may:**

- Draft a know-how note, deal-point record or clause variant from the closed matter's documents in a tool approved for that client's data.
- Suggest redactions of names, numbers, dates, addresses and unique facts for the scrubber to confirm.
- Compare a proposed clause with the existing firm precedent and list differences.

**AI must not:**

- Must not move client documents, or AI outputs that contain client information, into the knowledge base or a firm-wide AI index.
- Must not process material subject to suppression orders, the implied undertaking or subpoenas outside the conditions the court allows.
- Must not decide that an item is sufficiently de-identified.

**The lawyer checks:**

- The supervising partner confirmed the engagement terms and any information barrier permit reuse.
- A second person checked that the item cannot identify the client, alone or combined with public information.
- Privileged advice has been reduced to general principles, with no client facts.

## Authorities

- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 r 9 (confidentiality)](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244)
- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 r 10.2 (former clients' confidential information; information barriers)](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244)
- [Privacy Act 1988 (Cth) Sch 1 APPs 6 and 11](https://www.legislation.gov.au/C2004A03712/latest/text)
- [Federal Court of Australia, Use of Generative Artificial Intelligence Practice Note (GPN-AI) (16 April 2026) 4.14 to 4.15](https://www.fedcourt.gov.au/law-and-practice/practice-documents/practice-notes/gpn-ai)
- [Supreme Court of NSW Practice Note SC Gen 23 – Use of Generative Artificial Intelligence (Gen AI) para 9A](https://supremecourt.nsw.gov.au/documents/Practice-and-Procedure/Practice-Notes/general/current/PN_SC_Gen_23.pdf)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/knowledge-management/matter-closeout-knowhow-capture and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*